Westside Investment Management’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.7K | Sell |
1,077
-1,711
| -61% | -$151K | 0.02% | 355 |
|
|
2025
Q1 | $235K | Hold |
2,788
| – | – | 0.05% | 218 |
|
|
2024
Q4 | $237K | Hold |
2,788
| – | – | 0.05% | 213 |
|
|
2024
Q3 | $240K | Hold |
2,788
| – | – | 0.05% | 213 |
|
|
2024
Q2 | $221K | Hold |
2,788
| – | – | 0.05% | 215 |
|
|
2024
Q1 | $227K | Hold |
2,788
| – | – | 0.05% | 214 |
|
|
2023
Q4 | $208K | Hold |
2,788
| – | – | 0.05% | 203 |
|
|
2023
Q3 | $190K | Hold |
2,788
| – | – | 0.05% | 205 |
|
|
2023
Q2 | $198K | Hold |
2,788
| – | – | 0.06% | 205 |
|
|
2023
Q1 | $192K | Hold |
2,788
| – | – | 0.06% | 209 |
|
|
2022
Q4 | $188 | Hold |
2,788
| – | – | ﹤0.01% | 324 |
|
|
2022
Q3 | $169 | Hold |
2,788
| – | – | ﹤0.01% | 327 |
|
|
2022
Q2 | $179 | Hold |
2,788
| – | – | ﹤0.01% | 325 |
|
|
2022
Q1 | $206 | Hold |
2,788
| – | – | ﹤0.01% | 324 |
|
|
2021
Q4 | $216 | Hold |
2,788
| – | – | ﹤0.01% | 308 |
|
|
2021
Q3 | $198 | Buy |
2,788
+1,077
| +63% | +$76 | ﹤0.01% | 304 |
|
|
2021
Q2 | $121 | Hold |
1,711
| – | – | ﹤0.01% | 327 |
|
|
2021
Q1 | $114 | Hold |
1,711
| – | – | ﹤0.01% | 320 |
|
|
2020
Q4 | $106 | Hold |
1,711
| – | – | ﹤0.01% | 289 |
|
|
2020
Q3 | $92 | Hold |
1,711
| – | – | ﹤0.01% | 304 |
|
|
2020
Q2 | $86 | Hold |
1,711
| – | – | ﹤0.01% | 290 |
|
|
2020
Q1 | $72 | Buy |
+1,711
| New | +$72 | ﹤0.01% | 300 |
|